Providing Prosperity
for Generations
Our mission is to help families build, preserve, and grow their wealth—and to create a financial legacy that lasts for generations—through simple investment strategies.
The journey toward building, preserving, and growing wealth is like climbing a towering peak: it requires determination, wisdom, and discipline. As your family’s wealth managers, we guide you every step of the way—helping you choose the right path, avoid pitfalls, and navigate the challenges of the financial markets, where it can be difficult to distinguish real value from short‑lived bubbles.
The Pursue of True Value
At Balance Wealth Management, we steer clear of fleeting trends. History has taught us that this is the quickest way to lose money. Instead, we focus on uncovering the true value within companies worldwide.
We take a deep‑dive approach rather than following the crowd—we want to understand exactly what we own and how those holdings will withstand life’s challenges.
We don’t seek to reinvent the wheel; instead, we build on time‑tested strategies employed by the world’s greatest investors throughout history.
We’re not chasing the highest possible short‑term return. Our mission is to navigate crises gracefully and, over the long term, deliver superior returns by remaining disciplined and resilient through market ups and downs.
Who We Are
Balance Wealth Management was founded by Gilad Slonim, CFP, with a singular mission — to help families achieve lasting financial peace through disciplined value investing.
Gilad began his career in 2005 as a licensed Israeli insurance agent, guiding hundreds of families toward greater financial stability. Over the years, one frustration became increasingly clear: there was no truly integrated solution for families seeking comprehensive wealth management. The market was dominated by sales-driven intermediaries, each focused on promoting their own products rather than serving clients’ needs.
A second frustration also shaped his work: most investment managers were chasing short-term results instead of applying the proven principles of value investing — the method that history has shown to be the most effective over time.
In 2018, Gilad founded Balance – Planning a Better Future in Israel, with the vision of helping families manage their financial lives holistically.
In 2025, he launched Balance Family Wealth Management in the United States, dedicated to making disciplined, long-term value investing accessible to American families — and to supporting families with financial interests in both Israel and the U.S.
What We Believe
1. The Best Way to Build, Preserve, and Grow Wealth — Owning Great Businesses
We believe the most effective way to build, protect, and grow wealth over time is by owning a small number of high-quality businesses. These are companies with durable advantages, strong economics, and enduring relevance — the kind of businesses we would be proud to own for the long haul.
2. Distinguishing Hype from Real Value
In an environment driven by speculation, easy money, and passive investing, many assets may rise — but few are built to last. We focus on identifying businesses with real staying power, not just short-term momentum.
3. Staying Rational in an Irrational Market
Markets are shaped not just by economics, but also by human psychology — fear, greed, and bias. That’s why we rely on a disciplined process and a clear set of principles, protecting our clients from both external noise and internal impulses.
4. Wisdom Is Already Out There — We Study It
We don’t aim to outguess the market or predict the future, nor do we try to invent something new. Instead, we study history, learn from past crises, and humbly follow the proven paths of great investors like Buffett, Munger, Templeton, and others.
5. Mistakes Are Inevitable — Integrity Is a Choice
We’re not perfect — and we don’t pretend to be. We will make mistakes, but we are committed to honesty, reflection, and constant learning. Real risk management starts with humility.
6. Concentration Over Diversification
Rather than spreading ourselves thin, we focus our capital on a select few businesses we know deeply and trust completely. We understand that the price we pay for this approach is volatility — a feature of long-term investing, not a flaw.
7. Back Long-Term Thinkers
We seek company leaders who prioritize creating lasting value over meeting short-term earnings targets — leaders with vision, discipline, and a genuine personal stake in the business.
8. Pay Fair Prices for Greatness
We know that businesses like these rarely come at a cheap price, and we will do our best not to overpay. We aim to buy excellent businesses at fair valuations — because long-term compounding depends more on quality than on price alone.
Cross-Border Expertise: U.S. & Israel
Many of the families we serve have financial lives that span both the United States and Israel. Managing wealth across borders involves complex legal, tax, and regulatory considerations — requiring deep expertise and precise coordination.
At Balance, we bring extensive experience in guiding families with cross-border needs. From investment strategies to estate planning, tax optimization, and account management, we help clients navigate the intricacies of living and investing on both sides of the Atlantic. Our team collaborates closely with trusted legal and tax professionals to ensure clarity, compliance, and long‑term efficiency.
We are committed to helping families preserve and grow their wealth, uncover genuine opportunities, and create financial legacies that endure for generations.
Building lasting wealth is a journey that requires patience, insight, and discipline. In our role as your family’s wealth managers, we serve as experienced guides — helping you set a clear course, steer around potential pitfalls, and navigate the complexities of the capital markets, where true value can be obscured by fleeting market fads.
Meet Our Experts
With over two decades of combined expertise in investment and wealth management, our team offers investors a truly global perspective. We draw on extensive professional experience and trusted networks spanning the United States, Israel, Europe, and Brazil — enabling us to navigate diverse markets and asset classes with agility and insight. This worldwide outlook strengthens our ability to uncover meaningful opportunities and apply rigorous risk‑management strategies — all with a singular purpose: to safeguard and grow your wealth in an ever‑changing financial landscape.
Learn How Grow Your Wealth
Let Balance Wealth Management turn your financial goals into a clear, actionable plan—so you can focus on what matters most and greet each new milestone with peace of mind and optimism for the journey ahead.